After working together as strategic partners for nearly four years, BMH Investment Group LLC of Myrtle Beach, SC and US Financial Services LLC have agreed to formerly merge to create efficiency and scale that will further enhance the service model for their existing and future clients. The newly merged entity will operate under the name of US Financial Services LCC and manage over $1.2 billion in assets.
“We are delighted to officially join forces with BMH and expand our footprint into the Carolinas and beyond” said, Steve Gallo, Partner, US Financial Services. “Having had the chance to personally meet many of their existing clientele, we feel especially fortunate to partner with a firm that exudes the family atmosphere we have so actively tried to cultivate ourselves over the past 30 years. I am particularly excited to be able to work with the members and staff knowing that I will be a full-time resident of Coastal South Carolina throughout the remainder of my career.”
BMH Investment Group, founded in 1998 by BJ Bryant and Jeff McElroy, has spent the past 22 years providing tailored wealth accumulation and risk management strategies to the clients they serve. BMH has been recognized as a top ranked Wealth Management firm. Both Jeff and BJ serve on community advisory committees and are extremely active in non-profit affiliations within their communities.
“Creating a Wealth Management firm with a sterling reputation and service model of excellence is what we have strived for since founding BMH” said, Bryant. “Joining forces with another long-standing and successful firm like USFS that embraces those same aspirations, is truly exciting. Being able to leverage their existing infrastructure and talented staff members, as well as their comprehensive knowledge and planning expertise for high net worth individuals, will allow us to bring client service to another level of efficiency.”
“We’ve endured many changes in our own firm, and in the overall financial services environment, and always managed to maintain a robust offering to our clients, both in regards to solutions and service,” said, Jeff. “The merger with USFS feels like the culmination of many years of effort, and we’re now able to truly serve our amazing clients in the greatest capacity yet.”